SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,228,143 | +6.7% | 399,766 | +10.4% | 5.32% | +8.0% |
| Q2 2023 | $18,966,571 | +9.4% | 362,165 | +1.1% | 4.92% | -1.0% |
| Q1 2023 | $17,329,778 | +14.0% | 358,275 | +6.4% | 4.97% | +4.3% |
| Q4 2022 | $15,207,353 | +45982.9% | 336,818 | +42971.4% | 4.77% | +43254.5% |
| Q3 2022 | $33,000 | -8.3% | 782 | -3.9% | 0.01% | -8.3% |
| Q2 2022 | $36,000 | -18.2% | 814 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $44,000 | -4.3% | 814 | +100.5% | 0.01% | -13.3% |
| Q4 2021 | $46,000 | +9.5% | 406 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $42,000 | 0.0% | 404 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $42,000 | +7.7% | 403 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $39,000 | +5.4% | 402 | -0.5% | 0.02% | -16.7% |
| Q4 2020 | $37,000 | +8.8% | 404 | -3.8% | 0.02% | -10.0% |
| Q3 2020 | $34,000 | +9.7% | 420 | +0.7% | 0.02% | +5.3% |
| Q2 2020 | $31,000 | +24.0% | 417 | +0.2% | 0.02% | -5.0% |
| Q1 2020 | $25,000 | -21.9% | 416 | 0.0% | 0.02% | +5.3% |
| Q4 2019 | $32,000 | – | 416 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |